Apple Inc.
AAPL- Exchange
- Nasdaq
- Industry
- Electronic Computers
- SEC CIK
- 0000320193
In the last 90 days, Apple Inc. insiders filed 0 open-market purchases and 8 sales; 6,151 institutions reported holding it in 13F filings for Q2 2026, worth $2.80T in total; 11 superinvestors hold it, including Berkshire Hathaway and H&H International Investment.
13F holders, Q4 2022
Institutional positions in Apple Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,556
- +309 vs. Q3 2022
- Shares held
- 9.38B
- +51.6M (+0.6%) vs. Q3 2022
- Total value
- $1.21T
- −$72.1B (−5.6%) vs. Q3 2022
- New holders
- 410
- 1,559 more added
- Sold out
- 101
- 2,330 more reduced
100 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAPL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,151 | $2.80T |
| Q1 2026 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,404 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Joseph P. Lucia & Associates, LLC | 42,295 | $5.50M | 4.12% | +4,240+11.1% | Added |
| Solitude Financial Services | 42,244 | $5.49M | 3.76% | −4,818−10.2% | Reduced |
| Beacon Investment Advisors LLC | 42,238 | $5.49M | 4.58% | +42,238 | New |
| Piscataqua Savings Bank | 42,184 | $5.48M | 4.63% | −692−1.6% | Reduced |
| Greenline Partners, LLC | 42,155 | $5.48M | 1.08% | −12,318−22.6% | Reduced |
| tru Independence LLC | 42,090 | $5.47M | 1.77% | −902−2.1% | Reduced |
| WD Rutherford LLC | 41,829 | $5.46M | 4.29% | −915−2.1% | Reduced |
| PSI Advisors, LLC | 42,009 | $5.46M | 2.90% | −196−0.5% | Reduced |
| RDA Financial Network | 42,007 | $5.46M | 2.74% | +533+1.3% | Added |
| GP Brinson Investments LLC | 42,000 | $5.46M | 4.27% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 41,990 | $5.46M | 4.70% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 41,987 | $5.46M | 4.56% | +41,987 | New |
| RiverPark Advisors, LLC | 41,887 | $5.44M | 2.59% | −15,286−26.7% | Reduced |
| Bridge Advisory, LLC | 41,867 | $5.44M | 2.27% | −88−0.2% | Reduced |
| American Financial Advisors, LLC | 41,862 | $5.44M | 0.92% | +278+0.7% | Added |
| Tempus Wealth Planning, LLC | 41,824 | $5.43M | 3.30% | −2,202−5.0% | Reduced |
| Options Solutions, LLC | 41,785 | $5.43M | 7.73% | −11,049−20.9% | Reduced |
| IMA Wealth, Inc. | 41,755 | $5.43M | 1.44% | −4,434−9.6% | Reduced |
| Denver Wealth Management, Inc. | 41,728 | $5.42M | 4.05% | +263+0.6% | Added |
| Accuvest Global Advisors | 41,696 | $5.42M | 1.80% | +18,459+79.4% | Added |
| Aft, Forsyth & Company, Inc. | 41,603 | $5.41M | 4.62% | −2,455−5.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 41,595 | $5.40M | 1.30% | −37−0.1% | Reduced |
| Gray Wealth Management Inc. | 41,538 | $5.40M | 3.13% | +1,875+4.7% | Added |
| Ethos Financial Group, LLC | 40,503 | $5.40M | 1.83% | +40,503 | New |
| AIA Group Ltd | 41,294 | $5.37M | 0.33% | −20,258−32.9% | Reduced |
| Artemis Wealth Advisors, LLC | 41,197 | $5.35M | 1.63% | +60+0.1% | Added |
| Gyroscope Capital Management Group, LLC | 41,157 | $5.35M | 1.62% | +3,100+8.1% | Added |
| Bull Street Advisors, LLC | 41,045 | $5.33M | 2.77% | −105−0.3% | Reduced |
| Socorro Asset Management LP | 41,020 | $5.33M | 2.31% | −1,626−3.8% | Reduced |
| Castellan Group, LLC | 41,013 | $5.33M | 3.71% | +11,274+37.9% | Added |
| SPC Financial, Inc. | 41,010 | $5.33M | 0.63% | −78−0.2% | Reduced |
| Derbend Asset Management | 41,009 | $5.33M | 4.26% | −796−1.9% | Reduced |
| Greenspring Advisors, LLC | 40,996 | $5.33M | 1.41% | −1,044−2.5% | Reduced |
| IFG Advisors, LLC | 40,892 | $5.31M | 2.32% | −40−0.1% | Reduced |
| Emfo, LLC | 40,803 | $5.30M | 5.32% | +656+1.6% | Added |
| Orser Capital Management, LLC | 40,706 | $5.29M | 7.66% | +660+1.6% | Added |
| Planning Center, Inc. | 40,654 | $5.28M | 1.61% | +9,641+31.1% | Added |
| Altrafin AG | 40,613 | $5.28M | 3.09% | −245−0.6% | Reduced |
| Noesis Capital Mangement Corp | 40,602 | $5.28M | 1.50% | +421+1.0% | Added |
| Family Firm, Inc. | 40,526 | $5.27M | 1.54% | +3,545+9.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 40,488 | $5.26M | 3.63% | −489−1.2% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 40,450 | $5.26M | 1.56% | +26+0.1% | Added |
| Beacon Financial Advisory LLC | 40,408 | $5.25M | 3.76% | −7,838−16.2% | Reduced |
| Duality Advisers, LP | 40,385 | $5.25M | 0.60% | +4,821+13.6% | Added |
| Concord Wealth Partners | 40,223 | $5.23M | 1.57% | −5,355−11.7% | Reduced |
| Sky Investment Group LLC | 40,163 | $5.22M | 1.23% | −624−1.5% | Reduced |
| Windle Wealth, LLC | 40,140 | $5.22M | 4.07% | +40,140 | New |
| Aspireon Wealth Advisors | 39,402 | $5.20M | 2.67% | +289+0.7% | Added |
| Lee Capital Holdings LLC | 40,000 | $5.20M | 8.36% | 00.0% | Unchanged |
| Alta Advisers Ltd | 40,000 | $5.20M | 3.11% | 00.0% | Unchanged |
| Pacitti Group Inc. | 39,901 | $5.18M | 4.06% | −1,232−3.0% | Reduced |
| Pacific Sun Financial Corp | 39,900 | $5.18M | 3.65% | −6,068−13.2% | Reduced |
| Garrett Investment Advisors LLC | 39,899 | $5.18M | 0.91% | +14,557+57.4% | Added |
| Vaughan David Investments LLC | 39,893 | $5.18M | 0.15% | +4,083+11.4% | Added |
| Emerald Advisers, LLC | 39,851 | $5.18M | 0.25% | −3,832−8.8% | Reduced |
| SBK Financial, Inc. | 39,764 | $5.17M | 8.19% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 39,745 | $5.16M | 2.77% | +1,904+5.0% | Added |
| Global Assets Advisory, LLC | 39,732 | $5.16M | 5.44% | −1,643−4.0% | Reduced |
| Colorado Capital Management, Inc. | 39,936 | $5.15M | 4.30% | +628+1.6% | Added |
| Drive Wealth Management, LLC | 39,549 | $5.14M | 2.57% | +16,727+73.3% | Added |
| Alcosta Capital Management, Inc. | 39,547 | $5.14M | 5.18% | −865−2.1% | Reduced |
| Great Waters Wealth Management | 36,186 | $5.13M | 1.10% | +36,186 | New |
| Sturgeon Ventures LLP | 39,325 | $5.11M | 4.12% | −40,960−51.0% | Reduced |
| Cary Street Partners Asset Management LLC | 39,261 | $5.10M | 1.03% | +4,596+13.3% | Added |
| Riversedge Advisors, LLC | 39,255 | $5.10M | 1.65% | −218−0.6% | Reduced |
| Bernardo Wealth Planning LLC | 39,253 | $5.10M | 2.38% | −258−0.7% | Reduced |
| Ayrshire Capital Management LLC | 39,203 | $5.09M | 3.57% | +291+0.7% | Added |
| Morling Financial Advisors, LLC | 39,120 | $5.08M | 6.50% | +20.0% | Added |
| Forefront Wealth Management Inc. | 38,833 | $5.06M | 6.82% | −336−0.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 38,896 | $5.05M | 1.01% | +5,359+16.0% | Added |
| Aua Capital Management, LLC | 38,611 | $5.02M | 3.41% | +1,147+3.1% | Added |
| Investment Partners, Ltd. | 38,585 | $5.01M | 2.65% | −116,444−75.1% | Reduced |
| West Family Investments, Inc. | 38,578 | $5.01M | 1.71% | −6,194−13.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 38,515 | $5.00M | 2.86% | +4,041+11.7% | Added |
| Seven Eight Capital, LP | 38,505 | $5.00M | 1.31% | +36,418+1,745.0% | Added |
| Gemmer Asset Management LLC | 38,467 | $5.00M | 0.79% | −1,181−3.0% | Reduced |
| Orca Investment Management, LLC | 38,440 | $4.99M | 6.33% | −196−0.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 38,382 | $4.99M | 1.43% | +400+1.1% | Added |
| New Potomac Partners, LLC | 38,329 | $4.98M | 3.69% | −520−1.3% | Reduced |
| Security Financial Services, INC. | 38,308 | $4.98M | 1.54% | +144+0.4% | Added |
| Delta Capital Management LLC | 38,294 | $4.98M | 3.63% | −300−0.8% | Reduced |
| MGO Private Wealth, LLC | 38,252 | $4.97M | 2.27% | −1,125−2.9% | Reduced |
| Kenfarb & Co. | 38,242 | $4.97M | 4.41% | −150−0.4% | Reduced |
| MBL Wealth, LLC | 38,227 | $4.97M | 0.95% | −565−1.5% | Reduced |
| Hall Capital Management Co Inc | 38,066 | $4.95M | 2.97% | +1,004+2.7% | Added |
| Granite Bay Wealth Management, LLC | 37,997 | $4.94M | 3.22% | +543+1.4% | Added |
| Geller Advisors LLC | 37,997 | $4.94M | 0.84% | −1,505−3.8% | Reduced |
| LifeSteps Financial, Inc. | 37,983 | $4.94M | 5.14% | −1,403−3.6% | Reduced |
| First Command Bank | 37,965 | $4.93M | 0.63% | −701−1.8% | Reduced |
| First Command Financial Services, Inc. | 37,965 | $4.93M | 0.63% | −701−1.8% | Reduced |
| 3Chopt Investment Partners, LLC | 37,963 | $4.93M | 2.70% | +37,963 | New |
| LCNB Corp | 37,941 | $4.93M | 2.29% | +45+0.1% | Added |
| Ellenbecker Investment Group | 37,905 | $4.92M | 1.46% | +1,172+3.2% | Added |
| W Advisors, LLC | 37,877 | $4.92M | 4.10% | −197−0.5% | Reduced |
| Legacy Financial Group, Inc. | 37,835 | $4.92M | 3.03% | +37,835 | New |
| Meridian Management Co | 37,830 | $4.92M | 1.80% | −461−1.2% | Reduced |
| Transatlantique Private Wealth LLC | 37,837 | $4.91M | 2.94% | +2,966+8.5% | Added |
| Bradley Mark J. | 37,794 | $4.91M | 4.37% | −1,260−3.2% | Reduced |
| Aberdeen Wealth Management LLC | 37,786 | $4.91M | 3.70% | +3,682+10.8% | Added |
| Somerset Group LLC | 37,754 | $4.91M | 4.32% | −30−0.1% | Reduced |